About this role
To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Type of Qualification: First Degree
Field of Study: Business Commerce, Finance and Accounting or a related field
Preferred Qualifications
CISI, CFP & Certified Securities & Investment certification
Experience Required
Affluent Clients
Personal and Private Banking
5-7 years
Experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the financial service industry.)
3-5 years
Experience in personal investment advisory, wealth management and financial markets.
Behavioural Competencies
- Providing Insights
- Developing Strategies
- Producing Output
- Seizing Opportunities
- Pursuing Goals
- Interacting with People
- Establishing Rapport
- Convincing People
- Articulating Information
- Meeting Timescales
- Empowering Individuals
- Thinking Positively
Technical Competencies
- Banking Process & Procedures
- Commercial Acumen
- Customer Understanding (Consumer Banking)
- Financial Acumen
- Product Knowledge (Consumer Banking)
- Risk Identification
- Risk Reporting